Completed Project Synopsis
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Records Management Policy, Classification Structure and Retention Schedule Development, Training Program Development and Delivery
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Drafted a Corporate Records Management Policy statement for the organization wide use of information resources; |
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Developed a Records Classification and Retention Structure based on an inventory conducted by organization staff; |
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Provided ongoing assistance to identify the requirements for implementing the Classification Structure and establishing a Records Management program; and |
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Returned to develop and deliver a user “train the trainer” program for “super users” throughout the organization. |
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Business Continuity Plan Development |
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Created a Business Continuity Plan including the development of procedures and a table top test of the plan to ensure it’s completeness and applicability.
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Needs Assessment, Merger Records Integration, Classification and Retention Schedule Development and Implementation |
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Conducted a needs assessment for six organizations being amalgamated and provided a report outlining the action required; |
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Developed a corporate wide classification and retention structure based on a corporate wide inventory of physical records; |
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Documented the structure and maintenance methodology in a procedures manual; and |
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Implemented the classification and retention structure in a number of pilot areas within the organization.
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Records Management Program development, Records Management Software Selection and Implementation |
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Conducted an information management needs assessment |
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Developed a Records Classification and Retention Structure |
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Created selection criteria and managed the RPF process to purchase and implement an electronic records management application; and |
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Provided ongoing training and assistance to identify the requirements for implementing the Classification Structure and establishing a Records Management program. |
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Procedures Writing |
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Developed detailed procedures to document existing and changing processes based on task outlines and notes provided by the client. |
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Workflow Redesign, Electronic Forms Application Development and Maintenance |
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Developed and implemented an electronic forms application to automate departmental processes.This included: |
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Documenting and refining existing workflow processes to streamline the function and reduce the number of forms used; |
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Developing the system specifications; |
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Coordinating the development of an electronic forms application using FormFlow to integrate 94 forms in a single application; |
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Designing electronic forms and templates for all required forms; |
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Preparing training documentation and user procedures; |
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Presenting end user training sessions; |
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Provided ongoing maintenance and support, as required, after the implementation of the integrated forms applications; and |
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Completed subsequent phases to develop new, more complex modules to incorporate over 135 additional forms into the application. |
